Senior Financial Adviser

About the role

As a Senior Financial Adviser, you will provide strategic, holistic advice across retirement planning, superannuation, investments, insurance, cashflow and wealth protection. This is an opportunity for an adviser who enjoys working closely with clients, building trusted relationships, and is comfortable travelling regularly to meet clients face-to-face across regional and metropolitan NSW. You will develop and maintain trusted long-term relationships with clients located throughout NSW, conduct client meetings both virtually and in person, and manage end-to-end advice processes including discovery, strategy development, advice delivery, implementation and ongoing reviews.

Key responsibilities

• Provide strategic, holistic advice across retirement planning, superannuation, investments, insurance, cashflow and wealth protection
• Develop and maintain trusted long-term relationships with clients located throughout NSW
• Conduct client meetings both virtually and in person, including regular travel across regional and metropolitan NSW
• Manage end-to-end advice processes including discovery, strategy development, advice delivery, implementation and ongoing reviews
• Partner with internal specialists and support teams to deliver a seamless client experience
• Contribute to a culture of professional excellence, compliance and continuous improvement
• Support and mentor junior advisers and associates where appropriate

About you

• 5+ years' experience as a Financial Adviser or significant experience in a senior advice capacity
• Graduate Diploma of Financial Planning or equivalent qualification
• Successfully completed the FASEA exam and eligible to provide advice under an AFSL
• Demonstrated ability to deliver high-quality strategic advice and build lasting client relationships
• Strong understanding of compliance obligations and advice documentation standards
• Confidence using advice technology platforms such as Practifi, Salesforce and financial modelling tools
• Excellent communication and relationship management skills
• A willingness and enthusiasm to travel regularly throughout NSW

About us

Tribel Advisory is a growing, client-first advice business within the Tribel Group. We're committed to delivering quality financial advice with integrity, clarity and care. Our team works collaboratively across advice, accounting and finance to help clients make confident decisions and achieve meaningful outcomes. With offices and clients located across NSW, and Australia we continue to invest in growth while maintaining our focus on exceptional client service and long-term relationships.

Benefits

• NSW-based role with flexibility and autonomy
• Opportunity to work with an established and growing NSW client base
• Regular travel and client engagement across metropolitan and regional NSW
• Strong operational, paraplanning and administrative support
• Competitive remuneration package including TFR, incentives and bonus opportunities
• Professional development and clear career progression pathways
• Collaborative, values-driven culture focused on delivering advice the right way